这家荷兰公司生产全球唯一商用极紫外光刻（EUV）设备，这是芯片制造商的关键设备。这款新设备 将帮助台积电以及英特尔等芯片制造商.数据显示，通过消除芯片制造过程中几个成本高昂且复杂的步 骤，下一代EUV光刻机可以生产出功能更强大、效率更高的芯片。 ASML首席技术官马可·皮特斯周三告诉路透社，ASML计划于周四在圣何塞举行的技术会议上发布这些 数据，这代表着一个重要的里程碑。 ASML控股公司的一位高管告诉路透社，下一代芯片制造机已经准备就绪，制造商可以开始将其投入大 规模生产，这对芯片行业来说是一大步。 ASML 花费数年时间开发出昂贵的下一代工具，因为芯片制造商一直在努力确定何时开始将其用于大 规模生产才具有经济意义。 但鉴于当前一代 EUV 工具在制造复杂 AI 芯片方面已接近技术极限，下一代机器（称为高数值孔径 EUV 工具）对于 AI 行业至关重要，可以改进 OpenAI 的 ChatGPT 等聊天机器人，并帮助芯片制造商按 时交付其 AI 芯片路线图，以满足激增的需求。 新工具造价约为 4 亿美元，是原 EUV 机器造价的两倍。 据皮特斯称，ASML的数据显示，高数值孔径极紫外光刻机（High-NA ...

ASML控股公司的一位高管告诉路透社，下一代芯片制造机已经准备就绪，制造商可以开始将其投入 大规模生产，这对芯片行业来说是一大步。 这家荷兰公司生产全球唯一商用极紫外光刻（EUV）设备，这是芯片制造商的关键设备。这款新设备 将帮助台积电以及英特尔等芯片制造商.数据显示，通过消除芯片制造过程中几个成本高昂且复杂的 步骤，下一代EUV光刻机可以生产出功能更强大、效率更高的芯片。 ASML首席技术官马可·皮特斯周三告诉路透社，ASML计划于周四在圣何塞举行的技术会议上发布这 些数据，这代表着一个重要的里程碑。 ASML 花费数年时间开发出昂贵的下一代工具，因为芯片制造商一直在努力确定何时开始将其用于 大规模生产才具有经济意义。 但鉴于当前一代 EUV 工具在制造复杂 AI 芯片方面已接近技术极限，下一代机器（称为高数值孔径 EUV 工具）对于 AI 行业至关重要，可以改进 OpenAI 的 ChatGPT 等聊天机器人，并帮助芯片制造 商按时交付其 AI 芯片路线图，以满足激增的需求。 新工具造价约为 4 亿美元，是原 EUV 机器造价的两倍。 据皮特斯称，ASML的数据显示，高数值孔径极紫外光刻机（High-NA ...

特朗普释放美伊局势缓和信号：更倾向协议而非战争。美国总统特朗普：来自假新闻媒体的众多报道一 直在流传，声称丹尼尔·凯恩（Daniel Caine）将军，有时被称为拉辛（Razin），反对我们对伊朗开战。 这些报道并未将这一海量信息归于任何人，且百分之百不实。凯恩将军和我们所有人一样，不希望发生 战争，但如果决定在军事层面与伊朗对抗，他认为我们能够轻易获胜。他非常了解伊朗，因为他曾负 责"午夜之锤"行动，打击伊朗核项目。所有关于可能对伊朗开战的报道都是错误的，而且是蓄意为之。 我是做决定的人，我更愿意达成协议而不是打仗，但如果不能达成协议，对伊朗及伊朗人民来说，那将 是极其糟糕的一天。非常可悲，他们伟大而美好，这样的事情本不该发生在他们身上。 【美股】截至收盘，道指跌821.91点，跌幅为1.66%，报48804.06点；纳指跌258.80点，跌幅为1.13%， 报22627.27点；标普500指数跌71.76点，跌幅为1.04%，报6837.75点。贵金属、有色板块领涨，应用软 件、信息技术服务跌幅居前，IBM(IBM.US)大跌超13%，创2000年以来最大单日跌幅，此前人工智能 (AI)初创公司Anthr ...

AI行情仍在继续！ 1月28日，全球光刻机龙头阿斯麦（ASML）发布的财报显示，公司2025年第四季度净销售额达97亿欧元，创 纪录新高，超出市场预期。受人工智能芯片制造产能投资扩大推动，公司2025年第四季度的订单额达132亿欧 元，是分析师平均预期的2倍。阿斯麦还上调了业绩展望，预计2026年全年销售额将在340亿欧元至390亿欧元 之间，而分析师的预期为350亿欧元。 受上述强劲的财报刺激，美股夜盘交易时段，阿斯麦股价直线拉升，涨幅一度超过10% 。截至北京时间28日 15:50，阿斯麦的涨幅仍接近9%。若美股正式开盘后维持这一涨势，阿斯麦单日市值将增长超500亿美元，总 市值也将突破6000亿美元，再创历史新高。 另外，在欧洲股市，阿斯麦的股价涨超7%，创历史新高。 大超市场预期 阿斯麦预计，2026年第一季度公司的销售额在82亿欧元至89亿欧元之间，毛利率在51%至53%之间。 北京时间1月28日下午，阿斯麦（ASML）发布了2025年第四季度和全年业绩报告。数据显示，公司2025年全 年净销售额为327亿欧元，净利润为96亿欧元，均创历史新高。 更为亮眼的是，2025年第四季度，阿斯麦的净销售额为 ...

Core Viewpoint - ASML's stock price plummeted following the release of its Q2 2025 earnings report, despite exceeding revenue and profit expectations, due to a cautious outlook for future growth and narrowed annual guidance [2][3][7]. Financial Performance - Q2 net sales reached €7.7 billion (approximately $8.95 billion), surpassing the expected €7.52 billion [3]. - Q2 net profit was €2.29 billion, exceeding the forecast of €2.04 billion [3]. - The actual net new orders for Q2 were €5.5 billion, significantly higher than the anticipated €4.19 billion [3]. Future Guidance - For Q3, ASML expects revenue between €7.4 billion and €7.9 billion, below the market expectation of €8.3 billion [7]. - The company has narrowed its full-year revenue growth forecast for 2025 to approximately €32.5 billion, down from a previous range of €30 billion to €35 billion [7]. - ASML expressed uncertainty about achieving growth in 2026 due to macroeconomic and geopolitical factors [8]. Market Context - ASML is a critical player in the semiconductor supply chain, producing extreme ultraviolet (EUV) lithography equipment essential for advanced chip manufacturing [9]. - The demand for AI-related chips is a significant growth driver for ASML, with the company recently delivering a next-generation High NA EUV machine [9]. Regulatory Environment - The company faces uncertainties related to U.S. tariff policies affecting the shipment of new equipment and components, which could impact profit margins [11]. - Current semiconductor products are exempt from tariffs in the U.S., but future implications for chip manufacturing equipment remain uncertain [11]. - The potential lifting of export restrictions on AI processors could positively influence chip demand [11].

Core Viewpoint - ASML's stock price plummeted following warnings from management that growth in 2026 may not be achievable, despite exceeding expectations in Q2 2025 revenue and profit [1][5]. Financial Performance - ASML reported Q2 2025 net sales of €77 billion (approximately $89.5 billion), surpassing the expected €75.2 billion [7]. - The net profit for the same quarter was €22.9 billion, exceeding the forecast of €20.4 billion [7]. - The company’s net new orders for Q2 were €55 billion, significantly higher than the analyst expectation of €41.9 billion [5]. Future Guidance - For Q3 2025, ASML expects revenue between €74 billion and €79 billion, which is below the market expectation of €83 billion [10]. - The full-year revenue growth forecast for 2025 has been narrowed to approximately €325 billion, down from a previous range of €300 billion to €350 billion [10]. - CEO Christophe Fouquet expressed concerns about the uncertainty in macroeconomic and geopolitical developments affecting the outlook for 2026 [10]. Market Impact - Following the announcement, ASML's stock fell over 7% to €654.70 per share, marking the largest single-day drop since April [6]. - Over the past year, ASML's stock has declined by 33% [6]. Industry Context - ASML is a critical player in the semiconductor supply chain, producing extreme ultraviolet (EUV) lithography equipment essential for manufacturing advanced chips for companies like Apple and NVIDIA [10]. - The demand for AI-related chips is a significant driver for ASML's EUV technology [10]. Tariff and Profit Pressure - The company faces uncertainties due to U.S. tariff policies affecting the shipment of new equipment and components, which could impact profit margins [12]. - Current semiconductor products are exempt from tariffs in the U.S., but future implications for chip manufacturing equipment remain uncertain [12].

Core Viewpoint - ASML warns that it may not achieve growth in 2026 despite exceeding expectations for Q2 revenue and profit [2][4] Financial and Performance Outlook - ASML expects Q3 revenue to be between €7.4 billion and €7.9 billion, lower than the market expectation of €8.3 billion [3] - The company has narrowed its 2025 full-year net sales growth forecast to 15%, implying revenue of approximately €32.5 billion [3] 2026 Outlook - ASML's CEO Christophe Fouquet expresses uncertainty about the 2026 outlook due to increasing macroeconomic and geopolitical uncertainties, despite strong fundamentals from AI customers [4] Q2 Performance - For Q2, ASML reported net sales of €7.7 billion (approximately $8.95 billion), exceeding the expected €7.52 billion, and net profit of €2.29 billion, surpassing the forecast of €2.04 billion [5] - The company recorded actual net orders of €5.5 billion for the April to June period, compared to the expected €4.19 billion [6] AI Demand Impact - AI-related chip demand is a significant driver for EUV equipment, which is essential for manufacturing advanced chips for companies like Apple and Nvidia [7][8] - ASML has launched the next generation of EUV equipment, High NA tools, which are crucial for future growth plans, with each unit priced over $400 million [8]

参参考考链链接接 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 tomshardware ，谢谢。 初创公司 Atum Works 在 YCombinator 发布的启动文章中声称，其纳米级 3D 打印技术可以轻松 替代现有的芯片生产流程，并将芯片制造成本降低高达 90%。不过这项技术也有一个"前提"：其 在逻辑芯片方面的能力已经落后主流技术约 20 年，但在封装、光子学和传感器等领域仍可能表现 良好。 现代芯片就像高楼大厦：它们拥有多层结构、内部有不同类型的功能模块，还需要通信基础设施。 每一颗先进芯片的制造都要经历上千道工序、使用数百种专用设备，因此成本十分高昂。 Atum Works 称 ， 他 们 已 经 开 发 并 制 造 出 一 台 纳 米 级 3D 打 印 机 ， 能 够 以 100 纳 米 的 体 素 级 （voxel-level）精度，在晶圆级尺度上构建多材料的三维结构。与传统的平面光刻工艺不同（后 者通过光掩模曝光将电路图案刻蚀在硅片上），Atum Works 的系统可直接在三维空间中的精确位 置沉积材料，从而制造集成电路，并能将如互连等结构在一个连续统一的过程中完成，这种方式 ...